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Guest elizabeth
Posted

WHAT IS THE BEST METHOD TO LOCATE MISSING PARTICIPANTS?

Posted

No one answer. Try:

1. other EEs,

2. phone book,

3. relatives in phone book,

4. internet search,

5. Social Security Administration,

6. IRS,

7. private locator services,

8. another organization that might have address, such as college alumni records,

9. forwarding address at phone company, etc.

If this is a termination of a DB plan, then PBGC has a procedure (Missing Participant Program).

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Posted

Elizabeth:

I've got an article on this topic which provides some details about the SSA and IRS programs.

Panel Journals

Journal of Pension Benefits

Volume 2, Issue 1, Autumn 1994

Handling "Lost" Participants

By ELINOR R. MERL and FRANCES G. SIELLER

If you're interested, I can email it to you.

Guest elizabeth
Posted

Could you please e-mail what you have to LisaLCA@yahoo.com.

THANK YOU!

  • 1 year later...
Posted
Originally posted by gself

Elizabeth:

I've got an article on this topic which provides some details about the SSA and IRS programs.  

Panel Journals

Journal of Pension Benefits

Volume 2, Issue 1, Autumn 1994

Handling "Lost" Participants

By ELINOR R. MERL and FRANCES G. SIELLER

If you're interested, I can email it to you.

Posted

I know of SSA program re: locating missing participants. But I have been unable to find IRS program! What is the internet address or the snail-mail address & phone/fax number.

Could you please also send me info of 2/3 commercial locators, if you have it.

Regards.

Basharat

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